Flexible availability, including day and evening donna@abellicpa.com
Seeking: Academic Position – accounting, auditing, finance, general management
Profile
Executive with financial and operational experience in small market cap public companies in transition, venture-backed entities, financial services, nonprofits, and Big Four public accounting background.
Exceptional ability to build cross-functional trust and cooperation within and among departments through leadership, transparent information sharing, and team advocacy. Decisive, strategic thinker with proven ability to successfully affect change, develop and implement programs linked to corporate strategic goals that bring value and have bottom-line impact. Views accounting & finance department as a service organization, providing critical information to support operations.
Core Competencies
Communications and leadership: building team environment; earning trust of boards, investors, colleagues, staff, other third parties; effective spokesperson for the company
Strategic and critical thinking: developing short range and long term corporate goals and objectives; harmonizing goals and objectives of various departments to corporate goals; assessing options each step along the path of success; effectively deal with adversity
Focus on the customer, client, and market : successfully meeting the needs of the parties being served, including internal operations
Financial management and reporting : equity, debt and grant financing; IPOs; financial planning and reporting; treasury; contract negotiations; cost management; SEC & other regulatory reporting
Professional Experience
Instructor , undergraduate Management Senior Capstone course
Spring 2013, 2014
*
Jan 2001 to Present
Sample client service activities at early-stage, emerging growth, small cap public companies (mainly in life sciences, as well as other industries): o Financings (equity, debt, grants); contract review; cost containment/reduction o Relationship management (boards, investors, bankers, attorneys, auditors, other 3 rd party providers, operational personnel and other colleagues) o Develop strategic business plans, financial modeling, budgets and forecasts working with business unit heads to ensure consistency and incorporate company goals throughout all operations o Establish or improve financial and SEC reporting and internal control structure, including Sarbanes-
Oxley implementation & compliance; audit preparation o Human resources functions including benefit programs
Other: successful business development efforts, speaking engagements, and written articles
*From Aug 2007 to Aug 2009 concurrent employment with AccountAbility Outsourcing, serving clients & business development
Oct 2009 to Jan 2013
Director of Administration
Nonprofit organization: provides comprehensive early education and youth development programs that enhance the development of children from economically and culturally diverse families through collaboration with schools and communities
Responsibilities: management leadership team; accounting; finance; facilities; human resources, information technology; and administration
Flexible availability, including day and evening donna@abellicpa.com
Apr 2002 to Sep 2003
Chief Financial Officer
Private, venture-backed biotech/medical device manufacturer and research company
Responsibilities – executive leadership team; accounting, finance, human resources, investor relations, co-responsibility for operations
Mar 1996 to May 2000
Chief Financial Officer, Vice President - Finance & Administration, Treasurer, and Secretary
Publicly traded biotechnology manufacturing and research company
Responsibilities – executive leadership team, accounting, finance, investor/public relations, information technology, human resources, purchasing, and materials management
Jun 1981 to Feb 1996
Partner, 1992 (legacy Coopers & Lybrand LLP)
Grew and sustained diverse, challenging, and profitable client portfolio with engagements ranging from large SEC corporations to emerging growth to not-for-profit organizations in the fields of life sciences, high-technology, financial services, nonprofit/quasi-government.
Experience in IPOs, SEC, and regulatory compliance.
Attained leadership positions on promotion committees, advocate and employee recognition programs, campus recruiting, office interview programs, and training.
Education
AACSB International – Bridge Program, certification practitioner faculty preparing for academic position
Suffolk University , Sawyer School of Management - MBA , Entrepreneurial Concentration, GPA 4.0
Bentley University - Bachelor of Science in Accountancy, with Highest Honors; Honor Society
Board and Other Affiliations
$6.2 billion public holding company & community/commercial bank
Chairman of the Board of Directors, former Chairman of the Audit Committee, and member of the
Executive Committee, since April 2005
Boston Metro South Suburb, $73.5 million annual operating budget
Finance Committee Chairman, September 2003-April 2010; School Committee member, since April 2010
Current Member; Chairman of the Board of Directors, 1998/1999; former Committee Chairman and member: Business & Industry, Educational
Foundation, Compensation, and Nominations; Strategic Planning; Finance; and Planning & Evaluation.
Member 1983-2013; Elected Member AICPA
Council 1998 – 2002; Business & Industry Strategy Task Force.
former Board member 1990-1996
Suffolk University undergraduate; industry seminars & panelist as CFO consultant; training courses at PwC; assistant to Bentley professors for case studies with students